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Portfolio (Quarterly) Guide ↗

Korea Investment CORP

· CIK 0001441689
13F Portfolio $52.7B AUM 677 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 231 Added 378 Reduced 34 Exited
Page 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMR EMERSON ELEC CO Industrials 453,473.0 $64.9M 0.12% +47K +11.5% $143.15 +9.8%
62 FDX FEDEX CORP Industrials 206,947.0 $64.8M 0.12% +13K +6.9% $313.13 +3.8%
63 CI THE CIGNA GROUP Healthcare 234,844.0 $64.7M 0.12% +33K +16.3% $275.68 +0.7%
64 CNC CENTENE CORP DEL Healthcare 1,003,186.0 $64.4M 0.12% +910K +971.6% $64.19 +1.3%
65 TGT TARGET CORP Consumer Defensive 489,816.0 $64.0M 0.12% +404K +468.0% $130.61 +26.7%
66 WMB WILLIAMS COS INC Energy 860,293.0 $64.0M 0.12% +88K +11.4% $74.34 -5.2%
67 UPS UNITED PARCEL SVCS INC Industrials 591,314.0 $63.6M 0.12% +151K +34.4% $107.50 -5.1%
68 BKR BAKER HUGHES COMPANY Energy 1,143,601.0 $63.5M 0.12% +624K +120.0% $55.50 +12.3%
69 SNPS SYNOPSYS INC Technology 139,583.0 $62.3M 0.12% +48K +53.2% $446.07 -10.8%
70 BLK BLACKROCK INC Financial Services 63,512.0 $61.1M 0.12% +12K +23.3% $961.56 +20.3%
71 LOW LOWES COS INC Consumer Cyclical 270,075.0 $59.5M 0.11% +42K +18.4% $220.49 -2.0%
72 EWT ISHARES INC 546,353.0 $59.3M 0.11% +473K +640.5% $108.61 -4.0%
73 ROK ROCKWELL AUTOMATION INC Industrials 115,134.0 $57.0M 0.11% +18K +18.9% $495.08 -11.7%
74 BE BLOOM ENERGY CORP Industrials 186,878.0 $56.6M 0.11% +72K +62.2% $302.70 -33.4%
75 NUE NUCOR CORP Basic Materials 252,742.0 $56.3M 0.11% +113K +80.7% $222.75 +9.4%
76 KEY KEYCORP Financial Services 2,435,875.0 $56.1M 0.11% +163K +7.2% $23.05 -5.1%
77 NOC NORTHROP GRUMMAN CORP Industrials 110,142.0 $56.1M 0.11% +34K +45.5% $509.31 +8.2%
78 IEUR ISHARES TR 742,154.0 $55.8M 0.11% +62K +9.1% $75.17 +4.3%
79 PGR PROGRESSIVE CORP Financial Services 255,126.0 $55.7M 0.11% +15K +6.1% $218.45 +0.4%
80 AVAV AEROVIRONMENT INC Industrials 332,595.0 $54.9M 0.10% +221K +196.9% $165.07 -2.9%
Page 4 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.9%
Financial Services 12.0%
Consumer Cyclical 9.5%
Healthcare 9.4%
Industrials 8.6%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.7%
Utilities 2.7%
Basic Materials 2.3%